Dakota Live! Podcast

Dakota Live! Podcast: Decoding Manager Research with R.J. Smolenski of Pitcairn

Robert Morier Season 1 Episode 43

In this episode of the Dakota Live! Podcast, we are thrilled to welcome R.J. Smolenski, Managing Director of Investment Research at Pitcairn. Based in Jenkintown, Pennsylvania, Pitcairn stands as a beacon in the multi-family office space, steering the financial course for over 125 client families, encompassing around 500 households throughout the U.S. Their expertise also extends to managing 20 single-family offices, overseeing nearly $7 billion in assets. With a rich legacy spanning two decades at the firm, R.J. Smolenski joins us to unravel the nuances of Pitcairn's manager research and selection methodology. Delve deep with us as R.J. delineates the evolutionary journey of their approach, characterized by meticulous planning and incremental adaptations over the years. This conversation promises to shed light on the sophisticated evolution of Pitcairn's investment strategies, offering a closer look at their diversified asset class allocations. Don't miss this opportunity to gain a richer understanding of Pitcairn's success story, and the wisdom that has guided their trajectory over the years. Tune in for an episode brimming with insightful narratives and invaluable perspectives.

People on this episode